You have your CRM. It’s wonderful. You can track your constituents, record their gifts, keep track of which events they attended, and have insight into the upcoming activities associated with their major gift ask. CRM is a great repository of data, but how you use the data is what really matters. Enter business intelligence.

The race to work smarter, not harder is a real one. Using software features designed for planned giving makes you expert reporter. Follow my tips and timeline and by 2014 your in-person meeting calendar will have doubled from what it is today.